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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,887 | $160,028-83.8% | $147,080-82.4% | $145,884-82.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.56% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,252 | $5,286-38.5% | $4,933-34.1% | $4,662-30.3% |
| Participant deferral / active EE | $6,248 | $8,422-25.8% | $8,066-22.5% | $6,690-6.6% |
| Admin fee / account holder | $390 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |